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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,902 | $65,364-49.7% | $92,909-64.6% | $72,975-54.9% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 25.90% | 42.11%-16.2pp | 109.44%-83.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $2,594 | $2,5940% | $3,653-29.0% | $2,440+6.3% |
| Participant deferral / active EE | $4,289 | $3,128+37.1% | $4,238+1.2% | $3,608+18.9% |
| Admin fee / account holder | $4,478 | $4,251+5.3% | $5,795-22.7% | $5,124-12.6% |